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Routines›Documents›Invoice Assistant
PRO

Invoice Assistant

Extracts invoice details and organizes them for review.

Works offlineUses Local AIDocuments
WHAT IT DOES
WHENA new invoice landsYou choose the folder
UNDERSTANDPull out the detailsVendor, date and total — on this computer
DORename with vendor + datee.g. Adobe - Oct 9 2026.pdf
DOFile it for reviewYou choose the folder

Requirements

What you need.

Routi Pro license
Works on any supported computer
Uses Local AIruns on this computer

You approve it first.

Before Invoice Assistant turns on, Routi lists every folder it can use and exactly what it will change. Nothing runs until you say yes, and anything moved to the Trash can be restored.

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